Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,917 | $97,125-77.4% | $86,233-74.6% | $137,256-84.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.46% | 74.19%-50.7pp | 61.39%-37.9pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,272 | $2,841-20.0% | $2,504-9.3% | $4,156-45.3% |
| Participant deferral / active EE | $6,384 | $5,180+23.3% | $4,559+40.0% | $6,407-0.4% |
| Admin fee / account holder | $418 | $9,725-95.7% | $8,342-95.0% | $12,270-96.6% |